Guided Advisory Services

Providing flexible access to personalized advice when, where and how you want it.

Want to learn more? Call us at 855-728-8422.

Schedule an appointment Schedule an appointment

Have the support of a team

A team of advisory consultants is ready to give you the help you need throughout your financial journey. And you will have flexible and convenient ways to connect with them.

Life changes

Major events, such as getting married or buying a house, could impact your financial picture.

Financial goals

As your goals change, your plan should stay on track to address them.

Market movement

Volatility—ups or downs—may require a rebalance or reallocation of your investments. 

A breadth of financial solutions

TIAA Guided Advisory Services can help you address your financial needs, from the simple to the more complex.

  • Day-to-day cash management and borrowing
  • Paying for college
  • Investing beyond a retirement plan
  • Professional money management
  • Funding charitable organizations
  • Preparing for unexpected illness or injury
  • Planning for income in retirement
  • Providing a legacy for family

You have the flexibility to do more

Make a plan

Talk with any member of your team to discuss your goals, then define next steps to help increase the probability of reaching those goals.

Manage your accounts

Track performance, view financial planning reports and documents and update critical information online such as beneficiary designation.

Do more digitally

Get quick and secure access to your accounts, tools and resources online and with the TIAA mobile app.

Connect in the way that's most convenient

Access our range of services in the way that works best for you.

Call or schedule

Speak with a member of your team or schedule an appointment with an advisor.

Monday – Friday

Call 855-728-8422

Online

Log in to manage your accounts 24/7 from your laptop, tablet or mobile device.

Mobile app

View your statements, tax forms, check balances as well as day-to-day transactions—at any time, and from anywhere.

Take Action

Schedule an appointment​

You can schedule a time convenient for you to meet with a financial professional.​

Read more in Perspectives​

Get financial and investment insights from TIAA.

Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.

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